QIAN LIU signed Jefferson RISE Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson RISE Inc.'s EIN is 46-5447666.
Download the official 2024 Form 5500 (PDF) for Jefferson RISE Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson RISE Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares ** 2 Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $311K | 40.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $136K | 17.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $121K | 15.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $68K | 8.9% | |
| Participant loans receivable - 11 loans outstanding with interest rates ranging from 7.25% to 9.50% - | Bonds / Notes | — | — | $46K | 6.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $43K | 5.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $36K | 4.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $5K | 0.7% | |
| Non-interest bearing cash | Cash / Money Market | — | $2K | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
